Remote Client Services Specialist

AO Garcia Agency; Athens (GA); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding program

Remote tools

Flexible hours

Mentorship

Job summary

AO Garcia Agency is seeking a remote financial-services professional who will engage warm leads, guide prospects through information requests, and perform simple enrollment steps. You will build and service a client list while benefiting from step-by-step onboarding and ongoing mentorship.

This role rewards self-motivation and a willingness to be coached, with a focus on helping families and thriving in a performance-driven environment.

Qualifications

• Self-starters who enjoy helping families and can thrive in a performance-driven environment.
• Comfortable receiving feedback and eager to improve, with the ability to work remotely.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options for clients.
• Run a simple enrollment flow with guided steps.
• Build and service a client list to expand reach.

Skills

Communication

Coaching

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

• Self-starters who like helping families and can handle a performance environment.

Bad fit

• Anyone who will not take feedback or needs a manager in the room.